Should I invest in Franklin India Index Fund- Nifty Plan?

We don't give personal investment advice. Franklin India Index Fund- Nifty Plan - Growth Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.1%. 5-year CAGR: 5.55%.

Franklin Templeton

Franklin India Index Fund- Nifty Plan - Growth Plan

Latest NAV

₹161.5705

As of

8 Jun 2026

4,729 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	-0.09%	+0.09	32 / 70	Q2
1W	-1.07%	-0.45%	-0.62	58 / 70	Q4
2W	-3.73%	-0.65%	-3.07	62 / 64	Q4
1M	-8.55%	-2.28%	-6.27	62 / 62	Q4
3M	-8.03%	-0.91%	-7.12	62 / 62	Q4
6M	-14.94%	-4.89%	-10.05	60 / 62	Q4
YTD	-15.51%	-5.15%	-10.36	60 / 61	Q4
1Y	-11.63%	-0.44%	-11.18	60 / 61	Q4
2Y	-4.47%	+3.93%	-8.40	52 / 54	Q4
3Y	+2.98%	+10.22%	-7.23	51 / 52	Q4
4Y	+5.44%	+11.02%	-5.58	34 / 34	Q4
5Y	+5.55%	+8.48%	-2.93	23 / 23	Q4
7Y	+8.02%	+10.39%	-2.37	23 / 23	Q4
10Y	+9.57%	+11.12%	-1.55	21 / 22	Q4
Inception	+9.28%	+7.70%	+1.58	28 / 70	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-15.51%	-5.15%	-10.36	60 / 61
2025	+5.58%	+7.96%	-2.37	47 / 57
2024	+4.05%	+12.60%	-8.55	52 / 52
2023	+19.71%	+21.36%	-1.65	26 / 46
2022	+4.94%	+3.06%	+1.88	17 / 30
2021	+23.98%	+23.37%	+0.60	11 / 23
2020	+14.62%	+15.15%	-0.54	16 / 23
2019	+11.52%	+11.82%	-0.29	21 / 23
2018	+4.11%	+4.05%	+0.06	17 / 22
2017	+27.23%	+27.94%	-0.71	17 / 22
2016	+3.05%	+2.43%	+0.62	11 / 22

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.02%

223 windows

min -53.7% · max 91.0%

78% positive

3-Year rolling

+10.78%

198 windows

min -0.7% · max 26.9%

98% positive

5-Year rolling

+10.85%

174 windows

min -0.9% · max 21.1%

99% positive

7-Year rolling

+10.75%

150 windows

min 3.6% · max 16.1%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.54%

3-year · annualised

Sharpe ratio

-0.26

vs risk-free 6.5%

Sortino ratio

-0.37

Downside-only deviation

Max drawdown

-19.08%

Sep 2024 → Jun 2026

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC Index Fund-Nifty Plan(FV Rs 10.326)	HDFC	₹219.9873	8 Jun 2026
Nippon India Index Fund - BSE Sensex Plan - Growth Plan - Bonus Option	Nippon India	₹37.4841	8 Jun 2026
ICICI Prudential BSE Sensex Index Fund - Cumulative Option	ICICI Prudential	₹24.1213	8 Jun 2026
Franklin India Index Fund- Nifty Plan - Dividend Plan	Franklin Templeton	₹186.8407	8 Jun 2026
UTI - NIFTY Index Fund-Growth Option	UTI	₹159.5491	8 Jun 2026
Birla Sun Life Index Fund-Plan A (Dividend)	Birla Sun Life	₹23.4905	8 Jun 2026
LICMF Index Fund-Nifty-Dividend	LIC	₹47.0328	8 Jun 2026
Tata Index Fund - Nifty A	Tata	₹143.9453	8 Jun 2026

Recent NAVs

Date	NAV
8 Jun 2026	₹161.5705
5 Jun 2026	₹163.2703
4 Jun 2026	₹163.5464
3 Jun 2026	₹163.4746
2 Jun 2026	₹164.0202
1 Jun 2026	₹163.3222
29 May 2026	₹164.4777
27 May 2026	₹166.9537
26 May 2026	₹167.0023
25 May 2026	₹167.8243

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 08 Jun 2026, the NAV of Franklin India Index Fund- Nifty Plan - Growth Plan is ₹161.5705. It's a Index Fund from Franklin Templeton, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Franklin India Index Fund- Nifty Plan - Growth Plan has NAV history starting from 19 Mar 2007, a track record of about 19 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Franklin India Index Fund- Nifty Plan - Growth Plan is managed by Franklin Templeton. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Franklin India Index Fund- Nifty Plan - Growth Plan has delivered a absolute return of -11.63% — -11.18 pp behind the Index Fund category average of -0.44%. The fund ranks #60 of 61 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Franklin India Index Fund- Nifty Plan - Growth Plan has delivered a CAGR of 2.98% — -7.23 pp behind the Index Fund category average of 10.22%. The fund ranks #51 of 52 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Franklin India Index Fund- Nifty Plan - Growth Plan has delivered a CAGR of 5.55% — -2.93 pp behind the Index Fund category average of 8.48%. The fund ranks #23 of 23 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Franklin India Index Fund- Nifty Plan - Growth Plan exactly 10 years ago would be worth approximately ₹249,482 today — a multiplier of 2.49×, based on the 10-year CAGR of 9.57%. The category average over the same window would have grown ₹1 lakh to ₹286,980.

A ₹10,000 monthly SIP in Franklin India Index Fund- Nifty Plan - Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹614,168 today. That's an XIRR (money-weighted annualised return) of 0.92%.

A ₹10,000 monthly SIP for 10 years in Franklin India Index Fund- Nifty Plan - Growth Plan = ₹1,200,000 invested. It would currently be worth ₹1,776,749 (multiplier 1.48×). XIRR: 7.61%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Franklin India Index Fund- Nifty Plan - Growth Plan ranks #23 out of 23 funds in the Index Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.48%; this fund delivered 5.55%.

The worst peak-to-trough decline Franklin India Index Fund- Nifty Plan - Growth Plan has experienced over the last 5-year window is 19.08% — its NAV fell from a high on 26 Sep 2024 to a low on 08 Jun 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Franklin India Index Fund- Nifty Plan - Growth Plan averaged 10.85% (best 21.08%, worst -0.92%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.03 — negative risk-adjusted performance.

In calendar year 2025, Franklin India Index Fund- Nifty Plan - Growth Plan returned 5.58% — lagging the Index Fund category average of 7.96% by 2.37 pp. It ranked #47 of 57 in its category that year.

Franklin India Index Fund- Nifty Plan - Growth Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Franklin India Index Fund- Nifty Plan - Growth Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.1%. 5-year CAGR: 5.55%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.